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18 Jun 2025

Global Semiconductor Landscape in Flux as Supply Chains Reshape and Strategic Investments Intensify

Global Semiconductor Shake-Up: Navigating a New Era of Competition and Strategic Investment in 2025 The global semiconductor industry is at a critical inflection point in 2025. A complex interplay of fierce geopolitical competition, strategic supply chain restructuring, and aggressive government inc...

04 Jun 2025

Navigating Semiconductor Shifts: TSMC’s Edge, China’s SiC Rise, & Global Supply Chain Dynamics (June 2025 Update)

The global semiconductor landscape is in constant flux, shaped by rapid technological advancements, shifting economic currents, and complex geopolitical dynamics. This analysis delves into a series of recent pivotal news developments that highlight these transformations. We will explore Goldman Sach...

31 Mar 2023

SIA: Demand for chips in automotive, industrial and consumer markets rose in 2022

According to a recent SIA report, despite a cyclical market downturn in the second half of 2022, global semiconductor sales hit an all-time high of $574 billion for the year, a 3.3% increase from 1921. From the perspective of the end use of semiconductors, the PC/computer and communication end marke...

30 Jan 2023

A fire broke out at a semiconductor production site in Wuxi,China, which Vishay and Infineon were severely affected.

On January 6th, 2023, a fire took place at a Welnew plating plant in Wuxi, China. The fire has been extinguished, and no casualties have been reported to date. Welnew is a sub-tier supplier to several semiconductor manufacturers including Infineon, Vishay, BOSCH, and OSRAM which have been slowly r...

24 Aug 2022

Supply chain: automotive and industrial chip supply remains tight

According to supply chain, demand for consumer chips is declining rapidly, but demand for automotive chips remains strong, and producers are trying to secure more available fab capacity for the fourth quarter of 2022. Supply chain insiders pointed out that suppliers engaged in the automotive industr...

24 Aug 2022

onsemi announces new silicon carbide production facility in New Hampshire

onsemi recently announced the inauguration of its silicon carbide (SiC) facility in Hudson, New Hampshire. The inauguration of the facility, which was attended by a number of dignitaries led by U.S. Secretary of Commerce Gina Raimondo, marked the event and the importance of U.S. semiconductor manufa...

24 Aug 2022

Supply chain: Automotive MCU, MPU demand remains strong

According to OSATs and chip packaging material suppliers in the semiconductor supply chain, demand for automotive MCUs and MPUs is still on the rise. Leading OSAT companies, including ASE, have secured orders for automotive MCU back-end outsourcing for the next two quarters from international IDM co...

19 Jul 2022

These chips will be in great demand in the second half of 2022

In the first half of 2022, the consumer electronics market was affected by the weakening of the economic effect of the home, the epidemic, international tensions. Along with the traditional off-season, the demand for related applications such as PCs, laptops, TVs, and smartphones has droped signific...

30 Mar 2022

Global Semiconductor Sales Increase 26.8% Year-to-Year in January

WASHINGTON—March 3, 2022—The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $50.7 billion in the month of January 2022, an increase of 26.8% over the January 2021 total of $40.0 billion and 0.2% less than the December 2021 total of $50.9 billion...

30 Mar 2022

Chip shortage to further trim US auto output

Automakers in North America could produce nearly 300,000 fewer vehicles than expected in 2022 because of ongoing semiconductor shortages. Quoting AutoForecast Solutions, global energy and commodity market business intelligence provider Argus Media on Monday (March 28) said that at least 16,000 vehic...